Security record · archived quarter
XSMO
Invesco S&P SmallCap Momentum ETF · Financial Services · Asset Management - Global
3Tracked holders
-1Δ holders
16.09KShares held
$1.06MReported value
+1New positions
−2Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 14.72M | $1.38B | +4 | −2 |
| Q1 2026 | 46 | -1 | 13.23M | $1.01B | +4 | −5 |
| Q4 2025 | 47 | +2 | 13.15M | $947.98M | +3 | −1 |
| Q3 2025 | 5 | -1 | 777.16K | $57.18M | — | −1 |
| Q2 2025 | 4 | 0 | 19.33K | $1.31M | +2 | −2 |
| Q1 2025 | 3 | 0 | 79.44K | $4.98M | +2 | −2 |
| Q4 2024 | 3 | -1 | 16.09K | $1.06M | +1 | −2 |
| Q3 2024 | 4 | +3 | 32.78K | $2.17M | +3 | — |
| Q2 2024 | 1 | — | 12.70K | $762,635 | — | — |
Who holds it · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 8.20K | +3.1% | $541,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 4.80K | -41.4% | $317,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 3.10K | New | $204,941 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $204,941 | 0.0% |
Exited
| Citadel Advisors | $671,564 | was 0.0% |
| Two Sigma Investments | $430,235 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 289 holders, 21.32M shares, $1.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2024 ·
Methodology ·
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